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ADVDX vs RWICX
ADVDX vs RWICX Comparison
Open Charts ADVDX vs RWICX
abrdn Dynamic Dividend Instl
Price$4.19
Change-$0.12 (-2.78%)
VolumeN/A
Net Assets92.1M
American Funds Capital World Gr&Inc R3
Price$61.15
Change-$2.21 (-3.49%)
VolumeN/A
Net Assets123.19B
ADVDX vs RWICX Comparison Chart
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ADVDX vs. RWICX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADVDX is a Hold and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 123B vs. ADVDX (92.1M). ADVDX pays higher dividends than RWICX: ADVDX (5.59) vs RWICX (1.35). ADVDX was incepted earlier than RWICX: ADVDX (22 years) vs RWICX (23 years). ADVDX (1.42) is less costly to investors than RWICX (1.06). ADVDX is a more actively managed with annual turnover of: 75.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than ADVDX: RWICX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 6.65 vs. RWICX (-0.11). ADVDX return over 5 years is better than : 88.54 vs. RWICX (66.57).
| ADVDX | RWICX | ADVDX / RWICX | |
| Total Expense Ratio | 1.26 | 1.06 | 119% |
| Annual Report Gross Expense Ratio | 1.42 | 1.06 | 134% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.847 | 0.786 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.1M | 123B | 0% |
| Annual Yield % from dividends | 5.59 | 1.35 | 415% |
| Returns for 1 year | 6.65 | -0.11 | -6,127% |
| Returns for 3 years | 11.71 | 10.72 | 109% |
| Returns for 5 years | 88.54 | 66.57 | 133% |
| Returns for 10 years | 86.66 | 39.55 | 219% |